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Feb 25, 2013
02/13
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china is growing, u.s. is growing. in the u.s. we may not like the process but at least we are discussing a long term budgetary issue. there are -- in the tick off positive boxes and positive asset to support that, a melt up, volatile but a melt up here, so things are a hair better when you add things up. >> bob, quickly, best country to invest in right now in the world? u.s. or erj wise. >> i think u.s. is a paraon of strength. we are living up to expectations, better than other countries are doing. >> pairo gone of strej. >> i think i speak for all of us when i say, usa! >> go australia. >> couple of days coming up for the housing market. is this the day we finally nationally turn the corner? we lay out your plan ahead. >> and why the best offense is a strong defense when it comes to protecting your information. and later on, is telecommuting officially dead? for that matter, it didn't begin to work with. we will debate all of that when "street signs" returns. ♪ [ male announcer ] to hold a patent that has changed the modern w
china is growing, u.s. is growing. in the u.s. we may not like the process but at least we are discussing a long term budgetary issue. there are -- in the tick off positive boxes and positive asset to support that, a melt up, volatile but a melt up here, so things are a hair better when you add things up. >> bob, quickly, best country to invest in right now in the world? u.s. or erj wise. >> i think u.s. is a paraon of strength. we are living up to expectations, better than other...
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Feb 22, 2013
02/13
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the u.s. postal service®, no business too small. >>> it's gone largely unnoticed but a new report today warns federal retirement pensions could go bankrupt. they could. get this. the unfunded liability of the federal government's pension system surged to $761.5 billion in 2011 and that's up 139 billion from its deficit in 2010. let's discuss this. we have steer moore, keith boykin. steve they are down $760 odd billion. how will this get resolved. it's like social security. >> yeah. by the way, washington, d.c. pension deficit is better than california's. that's a big number you're talking about here. i want to emphasize one thing to the viewers. this has nothing to do with the budget deficit that you guys were just talking about. this is an addition to the trillion dollar deficits we're running. these are not officially on the books. it's money that the federal government owe these federal retirees. i would make two comments about it. number one, as you know, you covered this, the federal pen
the u.s. postal service®, no business too small. >>> it's gone largely unnoticed but a new report today warns federal retirement pensions could go bankrupt. they could. get this. the unfunded liability of the federal government's pension system surged to $761.5 billion in 2011 and that's up 139 billion from its deficit in 2010. let's discuss this. we have steer moore, keith boykin. steve they are down $760 odd billion. how will this get resolved. it's like social security. >>...
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Feb 26, 2013
02/13
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presumably, the u.s. is doing the same kind of spying in china, but michelle van cleave says america has so much more to lose. >> i think we're a real candy store for the chinese and for others in terms of technology and commercial products or other proprietary information, and so we will always be the principal target for them. >> what is the most serious damage that ches
presumably, the u.s. is doing the same kind of spying in china, but michelle van cleave says america has so much more to lose. >> i think we're a real candy store for the chinese and for others in terms of technology and commercial products or other proprietary information, and so we will always be the principal target for them. >> what is the most serious damage that ches
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Feb 25, 2013
02/13
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>> working on it. >> one top u.s. intelligence official is on record saying that the chinese have already aggressively infiltrated the computer networks of some u.s. banks and are operating inside u.s. electrical grids, mapping out our networks and presumably leaving behind malicious software that could be used to sabotage the system. can a penetrator or a perpetrator leave behind-- >> yes. >> little things that will allow them to be there and watch and look and listen? >> any successful penetration has the potential for leaving behind a capability. >> do we believe that there are--that governments have planted code in the power grid? >> steve, i would be shocked if we were in a situation where tools and capabilities and techniques have not been left in u.s. computer and information systems. >> of all the critical components in the u.s. infrastructure, the power grid is one of the most vulnerable to cyber attack. that's because the power grid is run and regulated by private utilities, which are unbeholden to governmen
>> working on it. >> one top u.s. intelligence official is on record saying that the chinese have already aggressively infiltrated the computer networks of some u.s. banks and are operating inside u.s. electrical grids, mapping out our networks and presumably leaving behind malicious software that could be used to sabotage the system. can a penetrator or a perpetrator leave behind-- >> yes. >> little things that will allow them to be there and watch and look and listen?...
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Feb 6, 2013
02/13
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the u.s. postal service®, no business too small. [ cows moo ] [ sizzling ] more rain... [ thunder rumbles ] ♪ [ male announcer ] when the world moves... futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. ♪ all on thinkorswim. from td ameritrade. [ticking] >> if michael mckubre is right about his experiment, it could change everything. it could end our dependence on oil, end the threat of global warming, and provide unlimited power. >> for example, the laptop would come pre-charged with all of the energy that you would ever intend to use. >> automobiles? >> same. [ticking] >> they've constructed one of the largest, most sophisticated machines ever built to try and replicate what the universe was like just a few nanoseconds after it was created. >> why do you want to do that? >> why wouldn't you want to know that? >> well, you'd want to know it, but, you know, spending $8 billion to find o
the u.s. postal service®, no business too small. [ cows moo ] [ sizzling ] more rain... [ thunder rumbles ] ♪ [ male announcer ] when the world moves... futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. ♪ all on thinkorswim. from td ameritrade. [ticking] >> if michael mckubre is right about his experiment, it could change everything. it could end our dependence on oil, end the...
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Feb 6, 2013
02/13
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in a recent report, they said that 52% of all particle physicists, of all u.s. particle physicists are here working on things. there's a lot. >> you feel any pressure? >> absolutely. >> really? how hard have you been working? >> well, i haven't been to the grocery store in five weeks. so i think i have a jar of mustard and a stick of butter in my refrigerator right now. >> feel like you're part of something historic? >> absolutely, yeah. >> it's like opening a whole new window that you never saw before. and you open the window, and you get a whole new vista of things that might happen that you didn't have access to before. so from a scientist's point of view, it's the biggest thing to happen in particle physics in, say, 20 or 30 years. >> yeah. >> what's the average person gonna get out of this? >> what the--the best thing is, we don't know. >> some scientists believe the experiment could lead to the discovery of other dimensions beyond length and width and depth. they've long suspected that they exist, but lack the knowledge to detect them. they also hope to le
in a recent report, they said that 52% of all particle physicists, of all u.s. particle physicists are here working on things. there's a lot. >> you feel any pressure? >> absolutely. >> really? how hard have you been working? >> well, i haven't been to the grocery store in five weeks. so i think i have a jar of mustard and a stick of butter in my refrigerator right now. >> feel like you're part of something historic? >> absolutely, yeah. >> it's like...
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Feb 18, 2013
02/13
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the number of u.s. homes entering the foreclosure process in january fell to a level not seen since the peak of the housing boom. down 11% from december but all is not well says housing baron sam zell. >> everybody kind of has ignored the fact that there's still 3 to 4 million houses in purgatory. not for sale. not foreclosed. maybe occupied, maybe not occupied. and you've got to address that. >> if you're looking for somebody who has done it all, look no further. he's with us. bob hormats is vice president of goldman sachs international. at the state department making the case for american companies overseas. bob, it's good to see you again. >> great to be back on your show. >> thank you so much for joining us. let me begin on sort of this front-and-center issue that we're all talking about and that is sequestration. mandatory spending cuts that are going to take effect on march 1st, i realize we don't know what's going to happen. but what's the impact if sequestration happens? do you think the economy
the number of u.s. homes entering the foreclosure process in january fell to a level not seen since the peak of the housing boom. down 11% from december but all is not well says housing baron sam zell. >> everybody kind of has ignored the fact that there's still 3 to 4 million houses in purgatory. not for sale. not foreclosed. maybe occupied, maybe not occupied. and you've got to address that. >> if you're looking for somebody who has done it all, look no further. he's with us. bob...
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Feb 8, 2013
02/13
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the u.s. postal service®, no business too small. >>> a huge snowstorm is going to hit the northeast tomorrow. how bad is it going to be? the weather channel's jim cantore is live in boston for us tonight. good evening, jim. what does it look like? >> larry, it's not often that i bring one of these with me when i come to do a weather report, but i got this one. so if this gives you an idea what we're talking about, this is three feet of snow. there is a forecast for two to three feet of snow across a good part of massachusetts, southern new hampshire into maine, connecticut, even new york city now with blizzard warnings, expecting 12 to 18 inches there. this is going to be a blockbuster storm. the big question is can we get everybody off the roads in time? that's what the desire is hout . the government says, look, i want all unnecessary vehicles off the road by noon tomorrow. so if we have a scene like you see behind me here, larry, where i-93 is backlogged at this time tomorrow night, we're
the u.s. postal service®, no business too small. >>> a huge snowstorm is going to hit the northeast tomorrow. how bad is it going to be? the weather channel's jim cantore is live in boston for us tonight. good evening, jim. what does it look like? >> larry, it's not often that i bring one of these with me when i come to do a weather report, but i got this one. so if this gives you an idea what we're talking about, this is three feet of snow. there is a forecast for two to three...
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Feb 7, 2013
02/13
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economy, a strong dollar is good for consumption, and consumption 70% of u.s. gdp. that's why u.s. equities in the currency war scenario i think is very accurate and actually look pretty compelling. >> i guess my only concern, getting back to the consumer spending, not seeing wage growth in the country and if we don't see wage growth consumers will have a tough time spending beyond their car or their house. that story has been done and documented. look at restaurants and the malls and look at retailers, it really isn't that strong of a picture so i think, you know, to say that the u.s. consumer is doing great is going to drive gdp. i don't know if we're seeing that. the retail sales numbers weren't that great today. >> i think it's all to some extent forward looking, but your point on income is a fair one. at the same time, income or, you know, the wealth of somebody increases with a stronger dollar and a higher home price so there's the income and the balance sheet side of the consumer. >> i guess the question is in terms of the broad economy. we know it's not necessarily fundamen
economy, a strong dollar is good for consumption, and consumption 70% of u.s. gdp. that's why u.s. equities in the currency war scenario i think is very accurate and actually look pretty compelling. >> i guess my only concern, getting back to the consumer spending, not seeing wage growth in the country and if we don't see wage growth consumers will have a tough time spending beyond their car or their house. that story has been done and documented. look at restaurants and the malls and...
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Feb 1, 2013
02/13
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we have plenty of oil in the u.s. and there is concern about a key pipeline that was supposed to take crude from texas being delayed and being at full capacity until the fourth quarter. we have seen changes with the bomb here to the u.s. in 2007 where oil stood at last time the dow was at 14,000. back then, we saw tro pro ducks levels around 8.5 million barrels a day here in the u.s. now at 11 million per day. back then, prices 80 bucks. now at 98. that has to do with the fact that oil and equities seem to be moving quite a bit in tandem. back to you. >> sharon, thank you he much. and keeping with the rally and theme today. as well as an angle. fill is join issing us and phil i said i thought front to back, forth had the best looking group of new cars of any car maker out there. seems like customers agree. >> they had a soiled month. no doubt about that, brian. we will go over ford numbers in a bit. but first off, news that rhonda report january sales with increase of 12.8%. honda seeing a big game forty new accord. a
we have plenty of oil in the u.s. and there is concern about a key pipeline that was supposed to take crude from texas being delayed and being at full capacity until the fourth quarter. we have seen changes with the bomb here to the u.s. in 2007 where oil stood at last time the dow was at 14,000. back then, we saw tro pro ducks levels around 8.5 million barrels a day here in the u.s. now at 11 million per day. back then, prices 80 bucks. now at 98. that has to do with the fact that oil and...
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Feb 11, 2013
02/13
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then the u.s. fiscal cliff. i think a number of consumers said, look, i will will hunker down until i see clarity. we think that exactly what we got at the beginning of the year. u.s. did not go over the fiscal cliff. we will see some flash point with congressional leaders, leader this year. by and large, even though the unemployment data isn't what we expected, the revisions were pretty good. >> anything that keeps you up or details you or significantly changes the forecast? >> of course we do worry about the rise of the euro. so the euro area is still somewhat meyered in recession. we're hoping they will pull out of it from this year. but a strengthening of the euro certainly makes that road a lot harder for europe since they are a big expert oriented economy. that's one thing of course if it rises too far too fast, that could be a big concern. and ride? crude oil prices is something else that could be detrimental. we don't see that as a big issue because as we saw in the trade data on friday, we have nothing
then the u.s. fiscal cliff. i think a number of consumers said, look, i will will hunker down until i see clarity. we think that exactly what we got at the beginning of the year. u.s. did not go over the fiscal cliff. we will see some flash point with congressional leaders, leader this year. by and large, even though the unemployment data isn't what we expected, the revisions were pretty good. >> anything that keeps you up or details you or significantly changes the forecast? >> of...
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Feb 1, 2013
02/13
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the u.s. economy is expected to keep up the recent trend of modesty of unspectacular job growth in january. >>> plus, the dutch finance minister warns of a worsening deficit this year, this after the government is forced to bail out local banks after a bailout of 3.7 million euros. >>> we kick off with the pmis out of the eurozone. january manufacturing pmi, 47.9. the flash 47.5, december manufacturing pmi was 46.1. it has boosted the euro to maintain its gaze, now back over to 1.3651 and continuing to climb high. that is now a 32-month high against the yen, as well, at 11.25965. the german manufacturing pmi was a little better, as well, this morning. helping to boost those numbers. we suggest that there's benefits from emerging markets rather than, perhaps, from elsewhere in europe. anyway, coming in better once again for the eurozone. still in contraction territory, but, of course, the trend is what is being concentrated on. we had similar indicators for two die verging views on china's reco
the u.s. economy is expected to keep up the recent trend of modesty of unspectacular job growth in january. >>> plus, the dutch finance minister warns of a worsening deficit this year, this after the government is forced to bail out local banks after a bailout of 3.7 million euros. >>> we kick off with the pmis out of the eurozone. january manufacturing pmi, 47.9. the flash 47.5, december manufacturing pmi was 46.1. it has boosted the euro to maintain its gaze, now back over...
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Feb 28, 2013
02/13
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the u.s. economy must be slowing. right? i mean, on account of all that negative stuff people keep talking about. guess what. today made the notion seem fanciful. we got good macro, meaning we saw durable goods data, showing demand for machinery rose the most in two years. how does that happen? it comes on top of the recent increase in container board, the corrugated box stuff that your packages come in, fedex and stuff. one of the most sensitive economic indicators out there and then a $50 increase in sheet steel, it fell from a match by ak steel. and you cannot put through container board and steel price hikes in a weak economy. you would say, no, no. i need more evidence. take a look at transports, incredibly sensitive to commerce. today they rallied the most since july last year. jb hunt, almost up four points, 52-week high. i don't talk about the truckers enough, my bad. i spend too much time on transporters like ups. a name my charitable trust bought more of. and fedex. but the truckers are a fabulous indicator of econ
the u.s. economy must be slowing. right? i mean, on account of all that negative stuff people keep talking about. guess what. today made the notion seem fanciful. we got good macro, meaning we saw durable goods data, showing demand for machinery rose the most in two years. how does that happen? it comes on top of the recent increase in container board, the corrugated box stuff that your packages come in, fedex and stuff. one of the most sensitive economic indicators out there and then a $50...
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Feb 5, 2013
02/13
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here is u.s. attorney general eric holder. >> during this period nearly every single mortgage backed cbo rated by s&p not only underperformed but failed. simply this alleged conduct is egregious and goes to the very heart of the recent financial crisis. >> important to note. this is a civil lawsuit not a criminal case, so it's much easier for the government to prove. this increasingly is the way the feds are going after the financial crisis. but officials still insist they will not shy away from criminal prosecution if they have the facts. s&p says regarding, the government doesn't have the facts here. in a statement the company says 2020 hindsight is no basis to take legal action against opinions of professionals. tyler. >> good reporting. >>> president obama about to make a statement on his budget proposals. we will have it for you when it happens. it will be from the white house, that podium, then we'll talk live with ranking democrat on the ways and means committee, the big taxing committee. s
here is u.s. attorney general eric holder. >> during this period nearly every single mortgage backed cbo rated by s&p not only underperformed but failed. simply this alleged conduct is egregious and goes to the very heart of the recent financial crisis. >> important to note. this is a civil lawsuit not a criminal case, so it's much easier for the government to prove. this increasingly is the way the feds are going after the financial crisis. but officials still insist they will...
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Feb 6, 2013
02/13
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look at u.s. gypsum. play on housing recovery. great comment. our results, strongest we have seen in over three years. continuing to see signs. housing recovery. wait a minute, take a look at the stock. to the down side. problem here, they have another business. ceiling tiles. you the tiles you see in your offices? that is very poor. commercial business very uneven. stocks down a little bit. big truck engine maker. big global truck engine maker. this is what they said. uncertainty surrounding turn and pace of improvement in end markets in 2013. these guys, 60% of revenues outside the united states. good global indicator. the stock moved up but it is standing right near the top its range right now. that is the problem, mandy. we still don't have a lot of certainty on what 2013 is going to look like. that may be a problem for stocks in february. mandy? >> okay. bob pisani, thank you very much for laying it out for us. >> mandy, as our viewers know. many big time tech tight yoons have taken a beating over the last couple of years. dell will be exti
look at u.s. gypsum. play on housing recovery. great comment. our results, strongest we have seen in over three years. continuing to see signs. housing recovery. wait a minute, take a look at the stock. to the down side. problem here, they have another business. ceiling tiles. you the tiles you see in your offices? that is very poor. commercial business very uneven. stocks down a little bit. big truck engine maker. big global truck engine maker. this is what they said. uncertainty surrounding...
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Feb 14, 2013
02/13
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she may be wanting to have a baby here in the u.s. this is a convenient way for them to have a temporary residence in new york on the boat. for now within we just don't know why this big boat is here. in the meantime, it will attract a lot of attention. >> robert, thank you very much. we were speculating they may be refueling. there are some that you marry and those that you divorce. same things goes for stocks. to grow, we have to boost our social media visibility. more "likes." more tweets. so, beginning today, my son brock and his whole team will be our new senior social media strategists. any questions? since we make radiator valves wouldn't it be better if we just let fedex help us to expand to new markets? hmm gotta admit that's better than a few "likes." i don't have the door code. who's that? he won a contest online to be ceo for the day. how am i supposed to run a business here without an office?! [ male announcer ] fast, reliable deliveries worldwide. fedex. >>> there you go. well, it is valentine's day and trading like mand
she may be wanting to have a baby here in the u.s. this is a convenient way for them to have a temporary residence in new york on the boat. for now within we just don't know why this big boat is here. in the meantime, it will attract a lot of attention. >> robert, thank you very much. we were speculating they may be refueling. there are some that you marry and those that you divorce. same things goes for stocks. to grow, we have to boost our social media visibility. more...
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Feb 21, 2013
02/13
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the u.s. doing okay. again, hewlett-packard better than anticipated. >> all right, david, thank you. stay right there. we're going to bring in david garrity and roger kay of end point technologies associates. good to see everybody. thanks for joining us. want to point out aig numbers are also out, and i want to tell our viewers that there is stock to buy in aig after the close tonight. just spoke with the market-maker there, so we're watching that story as well as this story. hewlett-packard though is the focus right now. david garrity, what's your take on the quarter? >> the earnings multiple for the company, single digits, a five handle. i mean, here's a company. it's great and wonderful that they are doing better in terms of businesses that are losing share in the overall computing market, and it's thighs to see that they are getting some positive margin surprises, but the fact of the matter is hewlett-packard was initially thought to be an innovator and what we see out of corner, fine, we
the u.s. doing okay. again, hewlett-packard better than anticipated. >> all right, david, thank you. stay right there. we're going to bring in david garrity and roger kay of end point technologies associates. good to see everybody. thanks for joining us. want to point out aig numbers are also out, and i want to tell our viewers that there is stock to buy in aig after the close tonight. just spoke with the market-maker there, so we're watching that story as well as this story....
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Feb 19, 2013
02/13
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i do not believe that our u.s. government is helping the likes of ge and 3m and everybody else steal from the chinese. it's not equivalent, asymmetric list. >> the detail, the name of one of the hackers in china. they called him ugly gorilla in that report. >> the other one was called super hard. >> i'm not going to get into that. anyway, you should read the report in it's full entirety. >> u.s. companies fighting back against president obama's new health care law. financial times reporting a few employers considering cutting hours of workers so they are not qualified as fulltime workers, rather than in insuring their staff. and other things, paying the penalty instead of paying to in sure. we could have seen this coming, couldn't we? >> there's gambling in casablanca, tyler. i can't believe it. look, remember when they started prescription drug plan for elderly seniors. before medicare didn't cover that. part d. do you know what a good chunk of the cost was? the government wrote checks to corporations so they woul
i do not believe that our u.s. government is helping the likes of ge and 3m and everybody else steal from the chinese. it's not equivalent, asymmetric list. >> the detail, the name of one of the hackers in china. they called him ugly gorilla in that report. >> the other one was called super hard. >> i'm not going to get into that. anyway, you should read the report in it's full entirety. >> u.s. companies fighting back against president obama's new health care law....
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Feb 13, 2013
02/13
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jobs and damaging u.s. business. then you have this attack -- >> we're late on stuff. >> if you look at iran -- >> we have a picture of a guy in his bathrobe in a trailer somewhere causing the hackings to go on, but we're talking about nation states that can be responsible for this in many cases, don't we? >> oh, absolutely. i mean, chinese, they show up in military uniforms. they are hired and trained by the military, and their job is to get into networks in the united states, steal intellectual property, bring it back and give it back to the so-called commercial sector for them to steal and develop that product, statement there's a new level of attack of what is publicly report as iran. that's now at the shores of the united states. they are not a rational actor when it comes to trying to bring down banks or financial services networks. this is as serious as it gets. it's as big a national security problem as i have ever seen that america is not ready to handle. >> absolutely. >> and that's why it's so important th
jobs and damaging u.s. business. then you have this attack -- >> we're late on stuff. >> if you look at iran -- >> we have a picture of a guy in his bathrobe in a trailer somewhere causing the hackings to go on, but we're talking about nation states that can be responsible for this in many cases, don't we? >> oh, absolutely. i mean, chinese, they show up in military uniforms. they are hired and trained by the military, and their job is to get into networks in the united...
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Feb 6, 2013
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it is what gates calls refining renaissance and u.s. refiners are able to produce gasoline more cheaply than elsewhere in the world. that's because the price of u.s. oil right now is just above $96 a barrel. compare that to crude prices from the north sea which is near $116 a barrel. that is $20 discount. the widest we have seen this year and it is makesing gasoline a lot cheaper than it is in other countries. east coast refineries, like new jersey refineries, are shutting down. in the middle part of the country, refineries like the largest one in the midwest from bp spending billions of dollars to expand the refinery so they are able to capitalize on the canadian and u.s. oil in that country. shut downs we are seeing and plan maintenance and repairs at refineries around the country caused a tightness of supply on the east and west coast. this is trackeling down to the biggest losers in all this. that of course is the consumer. higher prices at the pump are a result as traders here behind me are bidding up the price of gasoline futures.
it is what gates calls refining renaissance and u.s. refiners are able to produce gasoline more cheaply than elsewhere in the world. that's because the price of u.s. oil right now is just above $96 a barrel. compare that to crude prices from the north sea which is near $116 a barrel. that is $20 discount. the widest we have seen this year and it is makesing gasoline a lot cheaper than it is in other countries. east coast refineries, like new jersey refineries, are shutting down. in the middle...
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Feb 6, 2013
02/13
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. ♪ >>> u.s. government is suing s&p and its parent company mcgraw hill perhaps for as much as $5 million over its massive ratings mistakes on mortgage bonds and subprime issues. so far only s&p is being sued. while s&p's parent mcgraw hill stock dropped by 24%, moody's is also down by 20% since this news broke. let's ask two key questions right up front. first, is there a smoking gun inside s&p? or is this political pay back for s&p cutting the u.s. debt rating back in 2011? here's what the attorney for standard & poor's floyd abrams told david faber on cnbc earlier today. >> i don't think anyone knows. is it true that after the downgrade the intensity of the investigation significantly increased? yeah. i'm sure the government would say that it had nothing to do with it. we don't know why. >> but it did increase after the downgrade. >> yeah. >> but you don't though wt tho'. >> how could i? >> eric holder addressed that at his press conference today. >> they did what they did assessing what the cr
. ♪ >>> u.s. government is suing s&p and its parent company mcgraw hill perhaps for as much as $5 million over its massive ratings mistakes on mortgage bonds and subprime issues. so far only s&p is being sued. while s&p's parent mcgraw hill stock dropped by 24%, moody's is also down by 20% since this news broke. let's ask two key questions right up front. first, is there a smoking gun inside s&p? or is this political pay back for s&p cutting the u.s. debt rating...
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Feb 12, 2013
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but the u.s. economy and u.s. consumer spend feels stable to me. >> so, the increase of the payroll taxes and things like that don't seem to have an impact on businesses like yours or it's just too soon to tell? >> i think it's really too soon to tell. and in aggregate, if you look at the overall numbers and the forecast, i think stable, not exceptional growth, but stable growth in the u.s. and obviously europe is a little weaker and as an outlook. >> you worried about what's going on in europe? that europe is going to rear its ugly head yet again? >> well, i think everyone's got to worry about europe to some extend. but i think, like many countries and many governments, once forced to deal with issues, they'll be dealt with. so, i'm sort of, cautiously optimistic, maybe cautiously cautious about europe. >> great to speak with you. >> nice to be here. >> melissa, back to you. he's the cover boy, so -- we'll hope there's no cover jinx. >> all right, thank you very much, scott wapner. good work all day out at the go
but the u.s. economy and u.s. consumer spend feels stable to me. >> so, the increase of the payroll taxes and things like that don't seem to have an impact on businesses like yours or it's just too soon to tell? >> i think it's really too soon to tell. and in aggregate, if you look at the overall numbers and the forecast, i think stable, not exceptional growth, but stable growth in the u.s. and obviously europe is a little weaker and as an outlook. >> you worried about what's...
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Feb 5, 2013
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a lot of institutions are 2k3we9ing sick of the u.s. automakers and are going to toyota. >> i can see it in the monitors. >> and i'll -- hmc, honda motor corp, like that one again because of the yen. >> grasso, thank you. >> good day, guys. >> let's look at the biggest pops and drops. >> this is a quiet little $19 billion stock, no one seems to talk about much, earnings up 17% early this quarter. and what's interesting is technically it's breaking above this $29, $30 resistance area. >> arch and coal. this is a horrible coal name. >> estee lauder is popping today. >> estee lauder came out with earnings, they're trading at an all-time high, one thing to focus is the ceo said luxury divisions are all moving higher the overall economy. >> the justice basically saying wire fraud, mail fraud, any kind of fraud based on how they assess those assets back in 2008 and behind. i was trading this one aggressively today, it's not in the options, it's all in the stork. >> what were you doing? >> i bought it and sold it a couple of times today becaus
a lot of institutions are 2k3we9ing sick of the u.s. automakers and are going to toyota. >> i can see it in the monitors. >> and i'll -- hmc, honda motor corp, like that one again because of the yen. >> grasso, thank you. >> good day, guys. >> let's look at the biggest pops and drops. >> this is a quiet little $19 billion stock, no one seems to talk about much, earnings up 17% early this quarter. and what's interesting is technically it's breaking above this...
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Feb 7, 2013
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we really think that right now the u.s. is the only central bank towards hinting at ending their quantitative easing so we think if the euro dollar breaks 133 we could see finally a selloff that holds in the u.s. >> thank you so much. mike, you're up, your case on why you think china is worth watching. >> with china's economic growth seemingly back on track and because the markets are closed all of next week for the newyear's holiday, we'll watch again tonight when they release their cpi data. this month it's expected around 2%. if they come in above expectations again, we'll watch very closely to see what the people's bank of china has to say about things like lending curves. obviously this is something that has the ability to impact market movement in the morning. >> all right. we'll watch, that and warren, what's topping your watch list for tomorrow? >> well, i'm also watching china and the u.s. both are reporting trade numbers tomorrow, the two largest economies in the world. in china we're looking at their trade balanc
we really think that right now the u.s. is the only central bank towards hinting at ending their quantitative easing so we think if the euro dollar breaks 133 we could see finally a selloff that holds in the u.s. >> thank you so much. mike, you're up, your case on why you think china is worth watching. >> with china's economic growth seemingly back on track and because the markets are closed all of next week for the newyear's holiday, we'll watch again tonight when they release...
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Feb 18, 2013
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much of the credit goes to u.s. taxpayers and to chrysler workers who accepted wage and benefit cuts. but as steve kroft reported in march 2012, none of it would have happened without the efforts of an italian-born and canadian-raised auto executive named sergio marchionne. >> with his gray stubble, longish hair, relaxed demeanor, and trademark black sweaters, sergio marchionne looks more like a film director than an auto executive, but he is now the industry's biggest star. >> sergio marchionne. >> the ceo of fiat had already rescued that company from financial ruin, and in chrysler, marchionne saw at least one similarity: both companies had been through hell. >> i remember when i came here in 2009. there's nothing worse for a leader than to see fear in people's faces. it's been a long rocky road, but the fear is gone. >> what were they afraid of? >> of not being here. all right, it's that simple. this was really a question of existence. there's nothing worse in life than to sit there and be the victim of a process
much of the credit goes to u.s. taxpayers and to chrysler workers who accepted wage and benefit cuts. but as steve kroft reported in march 2012, none of it would have happened without the efforts of an italian-born and canadian-raised auto executive named sergio marchionne. >> with his gray stubble, longish hair, relaxed demeanor, and trademark black sweaters, sergio marchionne looks more like a film director than an auto executive, but he is now the industry's biggest star. >>...
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Feb 19, 2013
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according to u.s. macizations activity is double what it was the same period last year and the second highest year-to-date total ever, second only to the year 2000. maria. >> thank you so much. kayla. not just retail. investors seeing a pickup in m & a action. warren buffett entered the ring with the buyout of heinz. peter weinberg joins us now. peter, nice to have you on the program. >> thank you, maria. your firm did the nyc ice deal, a number of other deals. advisory business has been incredibly busy. what's behind the new string of deals. >> i think the whole street is busy. all of the m & a departments, here and in left-hand op, are burning the midnight oil. there's some of the old chestnuts we we've had for years frankly. lots of cash. good capital structures, low interest rates so all of that -- nothing has changed with respect to that. what has headached is the market's receptivity to deals. i think it's interesting that the berkshire hathaway stock went up. the comcast stock went up upon their
according to u.s. macizations activity is double what it was the same period last year and the second highest year-to-date total ever, second only to the year 2000. maria. >> thank you so much. kayla. not just retail. investors seeing a pickup in m & a action. warren buffett entered the ring with the buyout of heinz. peter weinberg joins us now. peter, nice to have you on the program. >> thank you, maria. your firm did the nyc ice deal, a number of other deals. advisory business...
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Feb 7, 2013
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from the cbo, congressional budget office, that's u.s. federal spending for the next ten years. $47 trillion. okay? can we agree that's a big number? now the post office will add to that number. i think we should be subtracting from that number. i don't care what sentimentality or who claire mchaskill is. she shouldn't have run the race. she ran against a dope. i have to get out of here. dan greenhaus. the post master general used to be in the cabinet. it was very big. >> i always wanted to be in the government. i didn't know i would be post master general. >> you have to stick around for a while. it was not a big run on today but the u.s. and global markets did continue to rally. stocks are hot. do you know what? they are especially hot in japan. we'll try to tell you why. don't forget. free market capitalism is the best path to prosperity. the post office has to go. not demeaning mr. donahue. now the man who taught the world this lesson, the late president's birthday, ronald reagan. now we show you some of his best moments starting with
from the cbo, congressional budget office, that's u.s. federal spending for the next ten years. $47 trillion. okay? can we agree that's a big number? now the post office will add to that number. i think we should be subtracting from that number. i don't care what sentimentality or who claire mchaskill is. she shouldn't have run the race. she ran against a dope. i have to get out of here. dan greenhaus. the post master general used to be in the cabinet. it was very big. >> i always wanted...
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i'm very optimistic for u.s. market now. >> what about the european crisis inspect how has that affected your company? >> the euro crisis has eventually hit us. but look, for me, one recipe out of the euro crisis is to simulate private investments. our industry is ready to make private investments, big time, as long as there is an investment friendly regulatory environment so we can actually, you know, make money in an appropriate way. i think this is part of the solution because a lot of growth and productively growth comes from the existence of ict infrastructure and we're part of that. >> and who are you going to vote for in september? >> are you kidding me? that's an interesting question. i am entirely unpolitical. >> now, ross, he also said to stay tuned for more news about a tie up potentially with fone, a spanish company that used wi-fi user generated networking hot points that put so much demand on companies like do you have ya telecom. deals may be a real theme coming out of this conference. when we spok
i'm very optimistic for u.s. market now. >> what about the european crisis inspect how has that affected your company? >> the euro crisis has eventually hit us. but look, for me, one recipe out of the euro crisis is to simulate private investments. our industry is ready to make private investments, big time, as long as there is an investment friendly regulatory environment so we can actually, you know, make money in an appropriate way. i think this is part of the solution because a...
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Feb 20, 2013
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the bank is selling $4.5 billion in u.s. bonds, marking its largest u.s. debt offering in two years. karen? >> i actually would hold 'em, being prepared for a bumpy ride. >> hold 'em! >> okay. >> that is another great sound effect. >> really distracting. >> next up, wendy's trading at a four-year high. recent improvements in a new menu. barron's looked at them as a possible takeout target. dan? >> there's new money in there. four-year highs. the thing is up 20% this year alone. only expected to grow sales 4% a year. trades at 30 times, 2013 earnings at a huge premium to its peers. but again, on the fundamentals alone, i'm not sure you buy this stock at four-year highs. if you are one of these people who like to put -- >> tradedown thing? they don't go to the casual restaurants, they're going to go down and have a frosty -- >> these guys are exposed to north america and what we've seen from kfc and we've seen -- these guys are having a tough time right now in the u.s., you know, so, to me, you wait for a pull-back on this one. >> can i -- i have a question.
the bank is selling $4.5 billion in u.s. bonds, marking its largest u.s. debt offering in two years. karen? >> i actually would hold 'em, being prepared for a bumpy ride. >> hold 'em! >> okay. >> that is another great sound effect. >> really distracting. >> next up, wendy's trading at a four-year high. recent improvements in a new menu. barron's looked at them as a possible takeout target. dan? >> there's new money in there. four-year highs. the thing...
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Feb 8, 2013
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we talk about u.s. stocks and i see in your notes you favor emerging markets and european stocks over the u.s. if you do go for the u.s., make sure they have good international exposure. >> yeah. we are having a good earnings season domestically right now. one of the things we are paying atension to is the fact that those u.s. companies generating a significant portion of the revenues from overseas, those are the companies carrying weight as oppose to companies generating most revenues here domestically. beyond that, yes, we like eurozone stocks. we think the best place for us to make money for our clients over the next five years would be a merging markets. now the key things to remember is that we're not necessarily saying that eurozone stocks are going to, you know, be fantastic performers this year in 2013. but when we manage on the five year time horizon, we feel over the course of the next five years, the next is emerge market stocks followed by eurozone and u.s. stocks at the end of that. >> supe
we talk about u.s. stocks and i see in your notes you favor emerging markets and european stocks over the u.s. if you do go for the u.s., make sure they have good international exposure. >> yeah. we are having a good earnings season domestically right now. one of the things we are paying atension to is the fact that those u.s. companies generating a significant portion of the revenues from overseas, those are the companies carrying weight as oppose to companies generating most revenues...
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Feb 5, 2013
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i think bodes well for the u.s. and bodes well for many stocks in those industries. >> how, do you -- go ahead. >> a poultry specific issue for china. the car sales in china is supposed to be off the chart so i think it's getting better, a and the stock market is it telling us that. other companies are starting to bring their manufacturing to the united states because the natural gas price is so low over here. >> yeah. they are also going to mexico. ed, jump in here. how do you invest it? >> well, i'll tell youing everything that they are saying i agree w.china obviously got hurt a little bit. their growth slowed down but the rest of the world looks good, and my biggest fear is one of them is europe. kind of quiet and the printing of money has put a band-aid and i think we'll see something thee unsettling to our markets. additionally down the road be ready for problems in japan. currency being devalued and right now we're in a good position with stocks. to me the most risky investments out there today are the ones w
i think bodes well for the u.s. and bodes well for many stocks in those industries. >> how, do you -- go ahead. >> a poultry specific issue for china. the car sales in china is supposed to be off the chart so i think it's getting better, a and the stock market is it telling us that. other companies are starting to bring their manufacturing to the united states because the natural gas price is so low over here. >> yeah. they are also going to mexico. ed, jump in here. how do...
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about one-week yield in the u.s. in germany. if you look at uk, guilt, you can see hovering around 208, it is lower. as the flight to safety seems to have gotten renewed as yields in spain and italy reflect economies. if you look at the etf for munis, also getting life as high tide and fixed income floating all boats. for an exchange quickly, the euro dollar or euro yen, we have come off. about friday this time, trading with 137 handle. 135 and last, tyler, it is all yours. >> rick, thank you very much. our power play is ceo and founder of williams capital group, christopher williams. also sits on the boards of wal-mart, caesars entertainment, dartmouth school of business. you're a busy man, chris. >> nice to see you again. >> let's talk about the fixed income, we were just talking off camera about how large companies that have access to capital markets are coming into the debt markets because in part rates are so low. do you expect there to be a continued crush into the debt markets on the theory that we better get in now befor
about one-week yield in the u.s. in germany. if you look at uk, guilt, you can see hovering around 208, it is lower. as the flight to safety seems to have gotten renewed as yields in spain and italy reflect economies. if you look at the etf for munis, also getting life as high tide and fixed income floating all boats. for an exchange quickly, the euro dollar or euro yen, we have come off. about friday this time, trading with 137 handle. 135 and last, tyler, it is all yours. >> rick, thank...
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Feb 4, 2013
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s&p has gotten ahead of the u.s. government by putting out its own press release saying it would be without factual or legal merit for the doj to sue. as we previously also reported, there were at least -- there was a desire on the part of the doj to get at least a billion dollar settlement and admission of guilt from s&p to drop the charges. s&p said no thank you. it would be a long time until we go to court, but this is an interesting potential case and certainly an important news story that is having significant pressure on both mcgraw-hill stock price and interestingly on that of moody's despite according to our sources there does not seem to be a case mounted against moody's president . at least at this point. >> selling off just in case though. >> absolutely. we're looking at the stock markets reaction. stay right there. we want to get reaction from brian belski and bob pisani. what about this? when you see a move like this in these stocks while we're waiting. what do you want to do? >> first off it was five ye
s&p has gotten ahead of the u.s. government by putting out its own press release saying it would be without factual or legal merit for the doj to sue. as we previously also reported, there were at least -- there was a desire on the part of the doj to get at least a billion dollar settlement and admission of guilt from s&p to drop the charges. s&p said no thank you. it would be a long time until we go to court, but this is an interesting potential case and certainly an important news...
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Feb 14, 2013
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the u.s. government rejects to the deal says it would restrict competition and lead to higher beer prices. anheuser-busch sells a u.s. brewery next to constellation and give it perpetual rights for crow no and other modelo brands in the u.s. investors cheering that news. constellation rocketing higher. options traders though maybe have a different take on constellation, mark sebastian of option pit points out that traders are buying every put they had get their hands on in march. back to you. >> joey, you have a thought on this space? >> no, i don't and it's not something that i generally follow. i think overall when you look globally the most important thing in the beverage space that has the exposure in the emerging markets. >> baker you're shaking your head no, not a space you follow? you wouldn't buy constellation? >> i don't like stocks with a binary outcome but it's encouraging as we saw what's going on with heinz today and that industry. >> in terms of strategic play when you look at co
the u.s. government rejects to the deal says it would restrict competition and lead to higher beer prices. anheuser-busch sells a u.s. brewery next to constellation and give it perpetual rights for crow no and other modelo brands in the u.s. investors cheering that news. constellation rocketing higher. options traders though maybe have a different take on constellation, mark sebastian of option pit points out that traders are buying every put they had get their hands on in march. back to you....
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Feb 27, 2013
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i think u.s. air -- i can't believe i'm saying this, i like delta. >> and i feel like professional wrestling. >> wwe, i don't like that. bad stock opinion you found the one stock i don't like. >> by the way, that's one that could have upside according to people who watch it because of what is going on with their broadcast division. >> i also want to take you back to the very acquisition comment you made about dr. copper not looking so well. is that talking more about china's economy than mine. >> okay. unbelievable economic increase and he says commodities are going hard. mike sutherland has never gotten the market going. sorry. >> thank you for stopping by. have some cake and tea next time. maybe some iced tea. >> iced tea, from summit, new jersey. i love it. i just did that to be in your face. in your face. >> thanks, guys. we are in the middle of a whale of a week. and the buzz earning right now, sector volatility. we also have with us, jessica borne. erica, volatility, why? >> you have seen it
i think u.s. air -- i can't believe i'm saying this, i like delta. >> and i feel like professional wrestling. >> wwe, i don't like that. bad stock opinion you found the one stock i don't like. >> by the way, that's one that could have upside according to people who watch it because of what is going on with their broadcast division. >> i also want to take you back to the very acquisition comment you made about dr. copper not looking so well. is that talking more about...
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Feb 8, 2013
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the u.s. postal service®, no business too small. is moving backward. [ engine turns over, tires squeal ] and you'll find advanced safety technology like an available heads-up display on the 2013 lexus gs. there's no going back. on the 2013 lexus gs. all stations come over to mithis is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. standing by for capture. the most innovative software on the planet... dragon is captured. is connecting today's leading companies to places beyond it. siemens. answers. we asked total strangers to watch it for us. thank you so much. i appreciate it. i'll be right back. they didn't take a dime. how much in fees does your bank take to watch your money? if your bank takes more money than a stranger, you need an ally. ally bank. your money needs an ally. >> i'm jim cramer. welcome to my world. >> you need to get in the game. >> firms are going to go out of business and he's nuts! they're nuts. they know nothing. >> i always like to say that
the u.s. postal service®, no business too small. is moving backward. [ engine turns over, tires squeal ] and you'll find advanced safety technology like an available heads-up display on the 2013 lexus gs. there's no going back. on the 2013 lexus gs. all stations come over to mithis is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. standing by for capture. the most innovative software on the planet... dragon is captured. is...
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Feb 27, 2013
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that there simply are no good alternatives around the world to u.s. multinationals that pay dividends, have returns and are growing globally. stocks simply put are the best game in
that there simply are no good alternatives around the world to u.s. multinationals that pay dividends, have returns and are growing globally. stocks simply put are the best game in
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Feb 12, 2013
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next um, u.s. portion of that going through. vast majority are going to succeed and go through without any problems. >> dan, thank you for joining us. >> thank you. >> chinese new year. the year of the snake. thank you so much. >>> ahead on the show, mcgraw hill reports earnings and big hince to its department of justice lawsuit. the big one against standard & poor's. >> lehmans in the united states, barclays. >> the investment bank will stay. the company as a whole will be 3700 people fewer. we'll tell you what businesses the bank is exiting and what that means for u.s. banks as well. but we can still help you see your big picture. with the fidelity guided portfolio summary, you choose which accounts to track and use fidelity's analytics to spot trends, gain insights, and figure out what you want to do next. all in one place. i'm meredith stoddard and i helped create the fidelity guided portfolio summary. it's one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account. [
next um, u.s. portion of that going through. vast majority are going to succeed and go through without any problems. >> dan, thank you for joining us. >> thank you. >> chinese new year. the year of the snake. thank you so much. >>> ahead on the show, mcgraw hill reports earnings and big hince to its department of justice lawsuit. the big one against standard & poor's. >> lehmans in the united states, barclays. >> the investment bank will stay. the...
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Feb 26, 2013
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from a u.s. investors perspective all that matters is stream of stock flows under lying stock price. what happened in italy doesn't kneesly in the short-term or long-term impact that stream. >> you think the path of least resistance for u.s. markets is still up then. >> this is something, one of the smartest guys in our office, we've been talking about this for several days. certainly feels like there's a bias for higher prices. we're looking at a number of internal indicators. some we've talked about on air in the past that suggest for the immediate future the path is probably sideways at best if not lower. >> i would also like to ask about currency, louise. what do you think the implications are for the euro. whas bad for euro means a strong dollar. a strong dollar can in its turn wreak havoc in certain sectors of the u.s. economy. >> absolutely. you've seen the euro fall like a stone, as we got the italian election results came out. you literally watched it fall from buying $1.33 preelection r
from a u.s. investors perspective all that matters is stream of stock flows under lying stock price. what happened in italy doesn't kneesly in the short-term or long-term impact that stream. >> you think the path of least resistance for u.s. markets is still up then. >> this is something, one of the smartest guys in our office, we've been talking about this for several days. certainly feels like there's a bias for higher prices. we're looking at a number of internal indicators. some...
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Feb 19, 2013
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that's a large percentage of the u.s. housing potential, very critical for us, especially with our timberlands in the pacific northwest. and then, you know, rolling into the first of the year we always talk about housing sales in january being slow until after the super bowl, but before the super bowl our sales were up we reported about 125% year over year in the first of the year. >> can you comment at all on what your material cost, the what the cost of lumber is and how quickly it accelerated? it seemed to be one of the head winds cited in today's survey. >> lumber has moved up quickly. all materials costs have some element of inflation pressure, you know. our concern in the market today is cost pressure, not just from lumber but other building materials. but most importantly, land costs. so, you know, there was a lot of excess supply of land and vacant lots, especially developed lots during the recession. that supply is dwindling very quickly and so there's tightness in the land market and that puts upward pressure on
that's a large percentage of the u.s. housing potential, very critical for us, especially with our timberlands in the pacific northwest. and then, you know, rolling into the first of the year we always talk about housing sales in january being slow until after the super bowl, but before the super bowl our sales were up we reported about 125% year over year in the first of the year. >> can you comment at all on what your material cost, the what the cost of lumber is and how quickly it...
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Feb 11, 2013
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it is in the u.s. coupled on the fact that carrier subdies are much lower typically abroad, as well. so, we think apple needs to bring in a half price phone, a $300 wholesale phone for the international markets and if they can do it and it's an be interesting form factor, that could accelerate earnings. until then, it's going to be difficult for them. >> brian, can we say good-bye for good to the days where apple was, in fact, a growth stock and had the high rates of growth? is that completely a thing of the past, now that it's sharing its shareholder base? this doesn't sound like the apple of the days of yore, so, maybe $700, we won't see that for a long time? >> it brings a tear to my eye to say so, but i think that's correct, yeah. ultimately, you know, always the first question, or, if you go back to a marketing meeting with an investor a year or two ago, first question, apple. it's typically about, what's the product look like, what's going on? apple has underperformed the s&p 500 by 1500 basis po
it is in the u.s. coupled on the fact that carrier subdies are much lower typically abroad, as well. so, we think apple needs to bring in a half price phone, a $300 wholesale phone for the international markets and if they can do it and it's an be interesting form factor, that could accelerate earnings. until then, it's going to be difficult for them. >> brian, can we say good-bye for good to the days where apple was, in fact, a growth stock and had the high rates of growth? is that...
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the u.s. economy is in a lot of trouble and the rising stock market doesn't reflect improving fundamentals, reflects inflation and a debased currenty. >> never been on the end of the world because it only happens once. you hear that repeatedly. >> why do you keep saying the end of the world? >> who is talking the end of the world? >> rick santelli, can you get in here? i mean, peter schiff and you -- >> i think everybody is a little bit right. everybody is a little bit right. all the major central banks and the old developed economies, even some of the just recently developed economies, well, they have central banks that have put a boundary around rational investors. as much many like gold, they want diversionification, where are you going to go? the treasuries are safe if you're really rich, looking to accumulate wealth and peter is right, but it's still a mug's game no matter how you slice it. i agree with the guest who said the economy is sideways on fundamentals so all roads lead to stocks
the u.s. economy is in a lot of trouble and the rising stock market doesn't reflect improving fundamentals, reflects inflation and a debased currenty. >> never been on the end of the world because it only happens once. you hear that repeatedly. >> why do you keep saying the end of the world? >> who is talking the end of the world? >> rick santelli, can you get in here? i mean, peter schiff and you -- >> i think everybody is a little bit right. everybody is a little...
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Feb 1, 2013
02/13
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look at all of the u.s. data this week, durable goods, pending home sales, case schiller, core logic, ism, across the bond, even the gdp and non-farm payroll numbers today, a lot of interesting data points under the surface that are actually showing things are getting better. maria, you said before to herb, don't fight the fed. it's working, clearly. now you also have china doing a little bit better, 50 on the pmi overnight. europe had the best pmi in nine month. not everything is per forgets and i certainly think we'll see a volatility, but everybody is talking about a correction, and i think at the end of the day the facts are things are getting better. oh, by the way, earnings are running at about 5%. that's different from the third quarter when we saw negative 5%. i would say earnings are not decelerating, actually in the bottoming process and headed higher. >> what about that, scott? you said it is decelerating. >> earnings are only going to be up about 5% this yore. we're at that point of the psych. i
look at all of the u.s. data this week, durable goods, pending home sales, case schiller, core logic, ism, across the bond, even the gdp and non-farm payroll numbers today, a lot of interesting data points under the surface that are actually showing things are getting better. maria, you said before to herb, don't fight the fed. it's working, clearly. now you also have china doing a little bit better, 50 on the pmi overnight. europe had the best pmi in nine month. not everything is per forgets...
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Feb 28, 2013
02/13
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they have $1 trillion of u.s. assets which they can monetize to grow their economy so the bet is that china stimulates and you've got to own freeport. >> what stocks are on your watch list. >> real right now one of the ones you talked about, ibm and procter & gamble and also goldman sachs. we've seen leadership out of those names. there's hey lot of momentum in them. really the three key sectors. finance, consumers, and also on the industrial side. any language, any news from those companies that would break that trend would lead the market to begin to question its footing, and that might then appropriate tate something that, you know, would derail this rally so right now we're keying on those, basically looking for any indications that the trend is not holding intact. >> so why those names? is it because these are deep, liquid, multi-national names and why ibm, for example. >> well, really if you look at what businesses are spending on, not on a spending capacity. they are trying to push productivity and trying t
they have $1 trillion of u.s. assets which they can monetize to grow their economy so the bet is that china stimulates and you've got to own freeport. >> what stocks are on your watch list. >> real right now one of the ones you talked about, ibm and procter & gamble and also goldman sachs. we've seen leadership out of those names. there's hey lot of momentum in them. really the three key sectors. finance, consumers, and also on the industrial side. any language, any news from...
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Feb 7, 2013
02/13
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>> about 70% non-u.s. buying. >> in bell what are for? >> coming from latin america, canada, it's amazing. it's a u.n. of people with affluence coming into that market. >> only 30% american? w too, right? >> it's right down the street. >> it's a quandary. i was so glad you said you wanted to come on the show. you may be the largest. thanks to the president and ceo of starwood hotels. it's hot. it's going to get hotter. stay with cramer. >>> coming up -- can you handle the heat? cramer gets you fired up for a searing hot "lightning round." all stations come over to mission a for a final go. this is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. standing by for capture. the most innovative software on the planet... dragon is captured. is connecting today's leading companies to places beyond it. siemens. answers. >>> it is time, it is time for the "lightning round." what's -- and the question at a time. my staff does this on the fly. we have this sound and then the "lightn
>> about 70% non-u.s. buying. >> in bell what are for? >> coming from latin america, canada, it's amazing. it's a u.n. of people with affluence coming into that market. >> only 30% american? w too, right? >> it's right down the street. >> it's a quandary. i was so glad you said you wanted to come on the show. you may be the largest. thanks to the president and ceo of starwood hotels. it's hot. it's going to get hotter. stay with cramer. >>> coming up...
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Feb 5, 2013
02/13
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u.s. >>> and shares in virgin media rally after an offer for a takeover that could value the uk cable operator at $20 billion. >> all right. welcome to tuesday. >> it's get together tuesday. coordinated, as well. >> the final print for the eurozone is finally come in, 48.6, a little better than the forecast of 48.2. >> may i just say, though, the employment index, look at that, 46.1, which is just barely better than the flash estimate but still the lowest since december 2009. on a downward trajectory. it's not germany where the final composite was 54.4. it's the periphery still. france's final january pmi falls to 46.1. >> france is where the concern is. we have francois hollande today speaking to the eu parliament. he's going to lay out his vision for the eu against that economic back drop. >> isn't it amazing? we come into the week yesterday with everyone still talking. you have that great barons cover, you come in, just get the risk trade massively off. and the question for today and th
u.s. >>> and shares in virgin media rally after an offer for a takeover that could value the uk cable operator at $20 billion. >> all right. welcome to tuesday. >> it's get together tuesday. coordinated, as well. >> the final print for the eurozone is finally come in, 48.6, a little better than the forecast of 48.2. >> may i just say, though, the employment index, look at that, 46.1, which is just barely better than the flash estimate but still the lowest since...